Core Viewpoint - The article emphasizes that the ultimate goal of the "partition washing" trend is not merely to increase the number of washing drums but to alleviate health-related anxieties among consumers [2][17]. Market Dynamics - The washing machine market is shifting from focusing on "spin speed" and "capacity" to "partition washing," driven by consumer demand for healthier living [2][5]. - The penetration rate of multi-drum washing machines in the online market surged from 3.2% to 9.5% within two months, indicating rapid growth in this segment [5]. Consumer Demand - There is a growing consumer preference for health-oriented washing solutions, particularly among families with infants and young children, moving beyond the basic requirement of cleanliness to effective disinfection and prevention of cross-contamination [8][9]. - A market survey revealed that 75% of consumers prioritize "health" as the main factor when purchasing partition washing machines, significantly outweighing concerns about the number of drums [9]. Competitive Landscape - Major brands are competing in the multi-drum space, with products like Haier's Leader lazy three-drum washing machine and Hisense's 4-in-1 heat pump washing and drying machine, all emphasizing versatility and user-specific needs [6]. - Despite the competition, many brands are stuck in a cycle of increasing drum numbers without addressing the core health concerns of consumers [6][10]. Technological Innovation - Midea's "Cute Multi" washing machine introduces the "Vitality Stick" technology, which focuses on biological cleaning and health protection, marking a departure from traditional mechanical innovations [11][15]. - This technology targets specific cleaning needs, such as effectively removing stains from underwear and providing long-lasting antibacterial properties for socks, thus addressing the health concerns that consumers have [13][15]. Future Directions - The article suggests that the future of washing machines should focus on innovative solutions that genuinely address consumer health anxieties rather than merely increasing the number of washing drums [17][18]. - Midea's approach reflects a broader industry trend where the emphasis should be on understanding and responding to consumer needs through technological advancements rather than just hardware specifications [17].

9月19日，由商业生态联盟(BEA)、海尔集团、加里·哈默管理实验室(MLab)联合主办的第九届人单合一模式引领论坛暨第二届零距离卓越奖颁 奖典礼在北京举行。 经过近20年的实践和沉淀，人单合一开始开花结果，自组织、自主人、自进化已成为体系，去金字塔结构的链群合约、回归三权的增值分享、零边界生 态的自纠错机制推动人单合一进入新的时期——生态创业、生生不息阶段。 本届论坛以"组织智能：构建AI时代的智能交互生态"为主题，吸引了全球400多位专家学者、跨国企业代表等现场参会。瑞士IMD国际管理发展学院管 理创新教授马克·格瑞文、Thinkers50首席执行官米科·莱斯凯拉担任本届论坛主持人，瑞士IMD国际管理发展学院创新管理学荣誉教授比尔·菲舍尔、彼得·德 鲁克欧洲学会会长理查德·斯特劳布等全球管理界专家现场探讨了AI时代组织智能的新未来。 海尔创始人、海尔集团董事局名誉主席张瑞敏以《人单合一：商业模式的新启蒙》为主题，提出了对人单合一模式下组织创新的期待，正如2000多年前 庄子在《养生主》中留下的哲思："指穷于为薪，火传也，不知其尽也。"当企业蜕变为生态，每个人都是自主创客，便不再是被动的"工具人"与"燃料" ...

Core Insights - The 2025 Kantar BrandZ Top 100 Most Valuable Chinese Brands list was revealed, with Haier ranking 6th and marking its 15th consecutive year on the list, showcasing its strong brand value growth of 47% [1][2] - The total value of the top 100 brands reached $1.21 trillion, reflecting a 25% increase from the previous year, driven significantly by advancements in artificial intelligence [2] - Haier is recognized as a leader in the Internet of Things (IoT) ecosystem, emphasizing its commitment to AI integration across all business processes [6] Brand Value and Growth - Haier's brand value growth of 47% positions it among the fastest-growing brands, and it has been awarded the title of "2025 Kantar BrandZ Globalization Pioneer" [1] - The overall brand value of the top 100 brands indicates a robust recovery in the Chinese market, with AI innovation being a key driver of this growth [2] AI Integration and Innovation - Haier has defined 2025 as the "Year of AI Application," with a focus on transforming organizational processes to fully embrace AI [2][3] - The company has implemented AI across its entire business process, enhancing product quality and production efficiency by 30% through AI visual inspection systems [3] - The successful launch of the Leader Lazy Three-Tub Washing Machine, achieving over 100 million yuan in sales within 16 hours, exemplifies Haier's effective AI application [3] Globalization and Localization Strategy - Haier has adopted a "three-in-one" differentiation localization strategy, establishing a vast network of 35 industrial parks and 163 manufacturing centers globally [4] - The company serves over 1 billion households across more than 200 countries, demonstrating its commitment to localized solutions that address specific consumer needs [4][5] - Recent partnerships with top football clubs in Europe highlight Haier's strategy to enhance brand recognition and cultural resonance through sports [5] Ecosystem Expansion - Haier is transitioning from a traditional appliance manufacturer to an ecosystem enterprise, focusing on smart living, health, and digital economy sectors [6] - The company has made significant investments to expand its ecosystem, including a 12.5 billion yuan stake in Shanghai Raist to enhance its blood industry chain [6] - Future plans include continued collaboration with upstream and downstream partners to create an open ecosystem that maximizes long-term value [6]

Core Viewpoint - The traditional quality management system is undergoing a historic reconstruction driven by the wave of artificial intelligence (AI), with companies like Haier integrating AI into their core strategies to enhance quality and efficiency [1][4]. Strategic Leadership - Haier positions 2025 as the "Year of AI Application," emphasizing that AI is not just a technological change but a transformation in thinking, requiring adjustments across strategy, organization, and processes [1][2]. - The core of this strategy is to "create the best user experience," building a comprehensive quality system that encompasses all employees, processes, and workflows [2]. Comprehensive Quality Management - Haier encourages employees to transition from "skill holders" to "ecological value officers," fostering innovation through AI application competitions, resulting in significant efficiency improvements in various processes [2]. - The company extends quality management beyond internal operations to include users, industries, and ecological partners, creating an open and shared quality ecosystem [2][12]. Full Process Quality Control - Haier emphasizes quality requirements at every element and stage, achieving quality control across the entire value chain, including R&D, procurement, manufacturing, logistics, marketing, and service [3][7]. - The company has established a three-dimensional layout of AI technology, achieving over 60% automation in its factories and improving energy efficiency by 30% [6][7]. User Co-Creation - Haier's approach to quality has evolved from merely meeting standards to fulfilling user experiences, exemplified by the success of the Leader lazy three-tub washing machine, which sold over 100,000 units in four months [8][9]. - The company integrates AI technology to create smart appliances that understand user needs, transforming the relationship between users and home appliances [9][10]. Ecological Empowerment - Haier recognizes that AI's value extends beyond internal improvements to drive quality upgrades and collaboration across the entire industry chain [12]. - The company has developed the Kaos Industrial Internet platform, which integrates industrial data and knowledge to support rapid development of intelligent applications, enhancing efficiency and reducing costs for various industries [13][14]. Industry Impact - The Kaos platform has empowered over 160,000 enterprises and has been applied in more than 200 scenarios, demonstrating significant improvements in efficiency and cost reduction across sectors [15]. - In the healthcare sector, Haier's initiatives have led to substantial advancements in patient management and operational efficiency, showcasing the transformative potential of AI across different industries [16].

基地直发是该平台的最大特色，目前已有效支撑海尔智家供应链的数字化转型。据了解，Leader懒人三 筒洗衣机自4月上市以来，已预定10万余台。有了"智链宝"之后，产品从工厂下线后不再进中转库，直 接选择性价比最高的快递公司配送到用户家，全程时效由 10 天缩短为 1-3 天，全链路降低成本 15%。 智链宝还有一项特殊功能是AI寻源。企业和个人提交需求后，平台会根据仓储、运力及价格等要素情 况，精准匹配出最优解决方案，实现"成本、时效、体验"综合最优。实际运营数据显示，近千家客户采 用这一功能后，物流成本每单平均降本10元以上，发件决策过程节省80%时间。 据介绍，海外市场是"智链宝生态联盟"的重要进军方向。财报数据显示，海尔智家的海外收入2024年已 到达1438亿元，占总收入的52%。据预测，海尔智家海外市场未来依然保持高速增长，加入该联盟的快 递公司将率先分享国际快递市场蛋糕。 中小件物流的"高德打车"来了。9月10日，日日顺供应链与顺丰、京东等11家头部物流承运商签署协 议，成立"智链宝生态联盟"。企业与个人用户均可通过"智链宝"享受到便捷高效的国内外快递物流服 务，享受到更低的成本、更优的快递体验。 ...

Core Viewpoint - Leader's Lazy Three-Tub Washing Machine has rapidly gained market traction, achieving over 10,000 units sold within 48 minutes and exceeding 100 million yuan in sales within 16 hours, marking a significant milestone for the company [1] Company Insights - The success of the Lazy Three-Tub Washing Machine is attributed to two main factors: the company's commitment to co-creation with users and its robust global R&D platform, which allows for quick transformation of user needs into technological innovations [3] - The introduction of the Lazy Three-Tub Washing Machine has created a new product category for the company, positioning Haier's washing machines at the forefront of global technology and providing consumers with innovative lifestyle choices [3][4] Industry Trends - The launch of the Lazy Three-Tub Washing Machine has set a new trend in the washing machine industry, following Haier's previous introduction of the dual-tub "partition washing" machine, which has been emulated by competitors, thus driving technological upgrades across the industry [4] - The continuous evolution of the product is expected to further enhance the company's market position, with plans for ongoing iterations based on user feedback and expanding capacity to meet growing demand [6][8] Market Expansion - The Lazy Three-Tub Washing Machine is set to expand from China to Europe, with successful delivery of 100,000 units domestically and plans for entry into European markets such as the UK and Italy by the end of the year [8]

【环球网科技综合报道】2025年，随着三筒洗衣机爆火，用户也在不断提出新的需求——不仅要三滚筒，还要可以无需改装直接嵌入橱柜，最好能自带烘 干。针对用户这样的需求，不少品牌纷纷跟进，为了缩减机身尺寸，只能把两个小筒筒径一起缩小。筒径越小，不仅洗得越少还容易洗不干净，一时间成为 行业无法攻克的难题。 8月5日，从Leader官方渠道了解，懒人三筒洗衣机要出升级版系列了。其中带来最大惊喜的标尺三烘款新品，不仅做到了850mm的标准尺寸，还保留了大筒 10.5KG、两个小筒各1KG洗涤容量，同时三个筒均具有烘干模式，精准满足年轻用户的多元需求。 行业跟进！都叫三筒洗，其实不一样 自Leader三筒懒人洗衣机上市以来，也引发了行业连锁反应，不少品牌相继推出三筒洗衣机。虽然外观相似，但在结构布局、核心技术以及实际洗涤效果方 面，各品牌产品仍存在明显差异。 其次是烘干优势，外衣、内衣分区烘干，烘完即穿不用等。 在即将发布的一系列新品中，标尺三烘款的产品为三个筒都加入了烘干的功能，三个筒都可以实 现衣物的烘干，大大提升了用户的洗衣机效率。两个小筒创新采用了PTC柔烘技术，控温更加精准，呵护衣物纤维，需要分开洗涤、烘干的内衣 ...

Investment Rating - The investment rating for Haier Smart Home is maintained as "Buy" [1][4] Core Views - The company reported a revenue of 79.12 billion RMB in Q1 2025, representing a year-on-year increase of 10.1%. The net profit attributable to shareholders was 5.49 billion RMB, up 15.1% year-on-year [4] - The company has launched a share repurchase plan worth 1-2 billion RMB to reward shareholders. The performance remains stable, and profit forecasts for 2025-2027 are maintained at 21.09 billion, 23.68 billion, and 25.95 billion RMB respectively, with corresponding EPS of 2.25, 2.52, and 2.77 RMB [4] - The overseas revenue grew by 12.6% year-on-year in Q1 2025, with significant growth in North America and emerging markets [4] Summary by Sections Financial Performance - In Q1 2025, the gross margin was 25.4%, and the net profit margin was 7.1%, reflecting a slight improvement [4] - The company’s operating cash flow for Q1 2025 was 22.28 billion RMB, an increase of 32.5% year-on-year [4] Revenue Breakdown - Domestic revenue increased by 7.8% year-on-year, with the Casarte brand seeing over 20% growth. The home air conditioning sector's retail sales grew over 100% [4] - In North America, high-end brand revenue saw double-digit growth, while HVAC business revenue increased by triple digits. In Europe, market share for refrigerators and washing machines improved in Italy, France, the UK, and Spain [4] Future Projections - Revenue projections for 2025-2027 are set at 306.43 billion, 325.02 billion, and 342.12 billion RMB, with expected growth rates of 7.2%, 6.1%, and 5.3% respectively [6] - The company anticipates a steady increase in net profit margins, with projections of 7.2%, 7.6%, and 7.9% for the years 2025 to 2027 [6]

Core Viewpoint - The article highlights the resilience and growth of Haier Smart Home in the face of a slowing home appliance market, emphasizing its innovative strategies and strong performance in both domestic and international markets [1][4][11]. Group 1: Market Overview - In Q1 2025, the retail scale of the home appliance market (excluding 3C) reached 179.8 billion yuan, showing a year-on-year growth of 2.1%, which is a slowdown of nearly 5 percentage points compared to the same period in 2024 [1]. - The global home appliance industry is experiencing structural differentiation, with developed markets facing stagnant demand while emerging markets are witnessing consumption expansion [4]. Group 2: Haier Smart Home Performance - Haier Smart Home reported record-breaking revenue and net profit in Q1 2025, with figures of 79.12 billion yuan and 5.49 billion yuan, respectively, reflecting year-on-year growth of 10% and 15% [1]. - The company's overseas revenue grew by 13% in Q1 2025, an increase of over 8 percentage points compared to the same period in 2024, showcasing its strong global presence [5]. Group 3: Strategic Initiatives - Haier Smart Home employs a "three-in-one localization + AI technology upgrade" strategy, integrating global R&D, supply chain, and marketing to better understand and meet consumer needs [5][20]. - The company has established a robust manufacturing presence in North America, with 11 factories, which helps mitigate risks from market fluctuations [7][8]. Group 4: Emerging Market Growth - In Q1 2025, Haier Smart Home's revenue in the Middle East and Africa grew by over 50%, while South Asia and Southeast Asia saw increases of over 30% and 20%, respectively [8]. - The company holds leading market shares in several countries, such as 22.8% in Vietnam for refrigerators and 14% in Thailand for overall white goods [8]. Group 5: Policy and Market Dynamics - The Chinese market for Haier Smart Home grew by 7.8% in Q1 2025, with high-end brand Casarte seeing significant growth of over 20% [11]. - Recent government policies, including a 300 billion yuan special bond for consumer upgrades, are expected to create a stable external environment for the home appliance industry [12][13]. Group 6: Technological Advancements - The trend towards smart home appliances is shifting from passive to active, requiring companies to better sense user needs [15]. - Haier Smart Home has actively engaged with consumers through social media, leading to successful product launches like the "Leader" washing machine [16]. - The company is advancing towards a smart appliance ecosystem, exemplified by the launch of the Casarte AI artist appliance series, which actively understands user needs [18]. Group 7: Operational Efficiency - Haier Smart Home's AI technology has enhanced operational efficiency across various processes, with a 9.1% improvement in SKU efficiency and a 25% increase in user satisfaction [20]. - The company is strategically positioned to leverage both domestic and international market opportunities through its comprehensive AI integration and global localization strategy [20].

Core Viewpoint - The company reported strong financial performance in Q1 2025, with significant growth in revenue and net profit, driven by digital transformation and market expansion strategies [4][5][7]. Financial Performance - In Q1 2025, the company achieved revenue of 79.118 billion yuan, a year-on-year increase of 10.06%, and a net profit attributable to shareholders of 5.487 billion yuan, up 15.09% [4]. - The gross profit margin for Q1 2025 was 25.4%, an increase of 0.1 percentage points compared to the same period in 2024 [9]. Market Performance Domestic Market - Revenue in the Chinese market grew by 7.8% year-on-year, with the Casarte brand experiencing over 20% growth [5]. - The company implemented digital inventory and marketing transformations to enhance retail efficiency and customer engagement [6]. Overseas Market - Overall revenue from overseas markets increased by 12.6% year-on-year, with significant growth in North America and emerging markets [7][8]. - In North America, high-end brand revenue saw double-digit growth, while in emerging markets like South Asia and Southeast Asia, revenue growth exceeded 30% and 20%, respectively [8]. Cost and Expense Management - The sales expense ratio for Q1 2025 was 9.6%, optimized by 0.1 percentage points compared to the previous year [10]. - The management expense ratio was 3.1%, also improved by 0.1 percentage points, reflecting enhanced operational efficiency through digital tools [10]. Cash Flow and Capital Expenditure - The net cash flow from operating activities in Q1 2025 was 2.285 billion yuan, an increase of 300 million yuan year-on-year [14]. - Capital expenditures for Q1 2025 totaled 1.961 billion yuan, with investments in domestic and overseas facilities and digital infrastructure [15]. Debt and Financial Health - The company's debt-to-asset ratio at the end of Q1 2025 was 57.4%, a decrease of 1.8 percentage points from the end of 2024, indicating improved financial health [16].